ClearCheckbook Money Management
Money Management Made Easy
Financial Dashboard

Financial Dashboard on ClearCheckbook

Get all of your financial information in one place with the ClearCheckbook Dashboard. Add and organize various gadgets that let you quickly see all of your financial data in one easy glance.

Almost all of the tools available on ClearCheckbook have a corresponding gadget that can be added to the Account Dashboard. These little gadgets show you the most important information about each tool so you can easily see and access all aspects of your finances.

Account Dashboard - Sample Dashboard
Sample Dashboard

The Dashboard is the first page you see when you log into ClearCheckbook. The Dashboard is fully customizeable and offers over 20 different gadgets that can be placed on the page. If you don't need to see the details of a gadget you can minimize it or move it to a different part of the page.

Account Dashboard - Move Gadgets
Move Gadgets

In addition to viewing your financial data, you can also quickly add new transactions via the Add Transaction gadget. When you add transactions from the Dashboard, it will automatically update any gadgets that rely on transaction data. We believe that making it as easy as possible to access all of your financial data in one place gives you the power to manage your finances effectively.

Account Dashboard - Report Gadget Example
Sample Report Gadget

More Information

You can learn more about the Account Dashboard with ClearCheckbook by visiting our Account Dashboard Knowledge Base section.

More of our financial tools:

Budget Calculator Budget Calculator
Set up budgets and see how much you spend toward them each month.
Bill Tracker Bill Tracker
Track your monthly bills. Find out when you last paid your bill and for how much.
Connect your Bank to ClearCheckbook Connect Your Bank to ClearCheckbook
Connect your bank and have your transactions downloaded automatically.
Reminders / Recurring Transactions Reminders / Recurring Transactions
Create reminders and recurring transactions so you never forget to pay a bill again.
Debt Snowball Calculator Debt Snowball
Payoff your debts and loans faster with our Debt Snowball calculator.
Import Transactions Import Transactions
Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.
Estimate Future Balances Future Balances
Project your balances to a future date to see how much money you might have in your accounts.
Investment Portfolio Investment Portfolio
Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker.
Asset Management Asset Manager
Manage assets, such as your home, and their values to see how your net worth changes over time.
Spending Reports Spending Reports
View all of your spending and saving data in several report formats including line, bar, pie and text reports.
Save-Up Tracker Save-Up Tracker
Do you have something you want to save up for? Use our Save-Up Tracker to enter your goals and we'll help keep track of your progress.
Envelope Budgets Envelope Budgets
Use the Envelope system for setting and tracking your budgets.
Crypto Portfolio Crypto Portfolio
See how the value of your crypto coins has changed over time.
Transaction Register Transaction Register
Easily view all your transactions in our register.
Financial Dashboard Financial Dashboard
All of your financial data at a quick glance on our Dashboard.